Thomas Sims Email & Phone Number
Senior Manager, Wealth Advisor @ Charles Schwab
5 free lookup(s). No credit card required.
If you need more lookups,
subscriptions start at $34 USD/month.
Thomas Sims Location
- Charlotte, NC, US
Thomas Sims Work
- 2026 -now Senior Manager, Wealth Advisor @
- 2023 -2025 Wealth Advisor, Director @
- 2017 -2023 Senior Financial Advisor, CFP® @
- 2015 -2017 Client Relationship Specialist @
- 2015 -2015 Digital Sales Executive @
Thomas Sims Education
- West Virginia University
Master's Degree, Masters in Secondary Education and Teaching. • Bachelor’s Degree in Interdisciplinary Studies (Masters in Secondary Education and Teaching. • Bachelor’s Degree in Interdisciplinary Studies)
2010-2015 - Mount Lebanon High School
High School
2007-2010
Thomas Sims Summary
- Thomas Sims, based in Charlotte, NC, US, is currently a Senior Manager, Wealth Advisor at Charles Schwab. Thomas Sims brings experience from previous roles at MAI Capital Management, Vanguard and Hearst Digital Marketing Services. Thomas Sims holds a 2010 - 2015 Master's Degree, Masters in Secondary Education and Teaching. • Bachelor’s Degree in Interdisciplinary Studies in Masters in Secondary Education and Teaching. • Bachelor’s Degree in Interdisciplinary Studies @ West Virginia University. Thomas Sims has 3 emails and 2 mobile phone numbers on RocketReach.
Looking for a different Thomas Sims?
Find contact details for 700 million professionals.
G2 Crowd Trusted
300K+ Plugin Users
© 2026 RocketReach.co